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Useful Articles
Posted on by Adam Reeves

Spring Budget 2023

How the changes affect pensions and taxes The Spring Budget 2023 was delivered by Chancellor of the Exchequer, Jeremy Hunt, on March 15. Among key ...
Posted on by Adam Reeves

Giving while living

What will your legacy look like? April brought a host of changes to the UK’s tax regime, with some thresholds for taxes such as additional ...
Posted on by Adam Reeves

Pensions of significant value

Welcome but unexpected changes to pension tax Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to ...
Posted on by Adam Reeves

More people choosing semi-retirement for a variety of reasons

Two in five over-55s plan to gradually phase out working life before State Pension age Semi-retirement is an option to consider for individuals who may ...
Posted on by Adam Reeves

State Pension

How much has the 2023/24 State Pension increased by? If you are a UK resident planning for your retirement, it’s important to be aware of ...
Posted on by Adam Reeves

Early bird investors

Does the early bird get the ISA worm? If you’re an investor looking to maximise your Individual Savings Accounts (ISA) returns, it’s worth considering investing ...
Posted on by Adam Reeves

Future wealth

Ready to start investing for your grandchild’s future? Investing in the future of your grandchildren is a great way to help them prepare for their ...
Posted on by Adam Reeves

Insurance that works while you can’t

2.5 million Britons lose at least £23,126 a year due to long-term illness Losing your job due to an illness or injury could have serious ...
Posted on by Adam Reeves

Cost of living crisis

Almost one in three over-55s’ mortgage repayment plans derailed The cost of living crisis is a concerning and long-term problem for those trying to pay ...
Posted on by Adam Reeves

Thinking about divorcing?

Protecting your assets and preparing you for going forward on your own Divorce involves many loose ends, both emotional and financial. It can generate high ...
Posted on by Adam Reeves

Critical illness cover, your questions answered

Protecting against the financial impact that a serious illness can cause People are increasingly becoming more concerned about the possibility of being affected by a ...
Posted on by Adam Reeves

Giving retirement a second thought?

Over a third of over-55s think they will work beyond their State Pension age We are witnessing a surge in the number of people giving ...

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Vouched For
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After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension.  Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex

Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.  Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex
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